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Toronto Dominion Bank

701 hedge funds and large institutions have $60.2B invested in Toronto Dominion Bank in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 182 increasing their positions, 282 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 42

46% more call options, than puts

Call options by funds: $1.09B | Put options by funds: $744M

8% more funds holding

Funds holding: 648701 (+53)

3% more capital invested

Capital invested by funds: $58.5B → $60.2B (+$1.67B)

0.91% less ownership

Funds ownership: 52.65%51.75% (-0.91%)

6% less funds holding in top 10

Funds holding in top 10: 5047 (-3)

35% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 282

Holders
701
Holders Change
+53
Holders Change %
+8.18%
% of All Funds
10.22%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
0.69%
New
101
Increased
182
Reduced
282
Closed
42
Calls
$1.09B
Puts
$744M
Net Calls
+$342M
Net Calls Change
+$237M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
576
Jones Financial Companies
Missouri
$101K +$72.7K +1,213 +341%
IWA
577
Icon Wealth Advisors
Texas
$99.6K +$92.5K +1,542 New
CT
578
Cambridge Trust
Massachusetts
$89.9K +$8.87K +148 +12%
FDCP
579
Foster Dykema Cabot & Partners
Massachusetts
$89.4K +$82.9K +1,383 New
FFC
580
First Financial Corp
Indiana
$86.9K
CLOS
581
Compagnie Lombard Odier SCmA
Switzerland
$86K -$149K -2,479 -65%
FP
582
Financial Perspectives
Minnesota
$80K
BAM
583
Byrne Asset Management
New Jersey
$79.6K
RCM
584
Ravenstone Capital Management
$77.6K -$21K -351 -23%
TF
585
Tompkins Financial
New York
$77.5K
BWM
586
Baystate Wealth Management
Massachusetts
$73.6K +$60 +1 +0.1%
CAL
587
Capital Analysts LLC
Pennsylvania
$73K -$19.5K -325 -22%
Fifth Third Bancorp
588
Fifth Third Bancorp
Ohio
$72.6K -$52.4K -874 -44%
VAMG
589
Voisard Asset Management Group
Michigan
$72.4K +$67.2K +1,120 New
GRP
590
Global Retirement Partners
California
$66.6K -$240 -4 -0.4%
TFM
591
TFC Financial Management
Massachusetts
$66.4K
CT
592
Caldwell Trust
Florida
$64.6K
SN
593
Sittner & Nelson
Oregon
$64.6K
VCM
594
Versant Capital Management
Arizona
$64.6K +$60K +1,000 New
EWA
595
EverSource Wealth Advisors
Alabama
$64.4K +$44.1K +736 +282%
CSC
596
Caldwell Sutter Capital
California
$61.5K +$5.1K +85 +10%
SAG
597
Spotlight Asset Group
Illinois
$60.5K
IBOK
598
Independence Bank of Kentucky
Kentucky
$59.8K +$55.5K +925 New
NFSG
599
Newbridge Financial Services Group
Florida
$56.7K
BL
600
BFSG LLC
California
$56.5K +$52.5K +875 New

TD Hedge Fund Activity: Q4 2023 in Review

701 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2023, worth a combined $60.2B — up 2.8% from $58.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TD positions and 42 closed out — a net gain of 59 holders — while 182 added to existing stakes and 282 trimmed.

The largest buyer was TD Asset Management, adding an estimated $625M. The largest seller was Bank of America, cutting an estimated $821M.

  • 701 institutional investors held Toronto Dominion Bank (TD) as of Q4 2023, up from 648 in Q3 2023.
  • Funds reported $60.2B of Toronto Dominion Bank stock for Q4 2023, up 2.8% quarter-over-quarter.
  • 101 funds opened new Toronto Dominion Bank positions in Q4 2023 and 42 closed out, a net change of +59 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2023 was TD Asset Management, an estimated $625M added.
  • The largest Toronto Dominion Bank seller in Q4 2023 was Bank of America, an estimated $821M sold.

Based on aggregated 13F filings for Q4 2023.